Velekei Giles Financial Advisors, based in Reading, PA, is a reputable financial planning firm that has been serving clients since 1986. Led by experienced financial advisors, the firm is dedicated to building sincere, caring, and trusted relationships with their clients, providing proactive communication and financial management, and delivering responsive and reliable service. They offer a comprehensive range of services, including personal planning, retirement planning, investment management, insurance services, legacy planning, and business financial planning.
With a commitment to understanding clients' objectives and simplifying complex issues, Velekei Giles Financial Advisors provides clear recommendations and continuous oversight of clients' finances. They adjust plans to reflect clients' ongoing life changes and maintain regular communication to offer ongoing support. As a separate entity from ValMark Securities, Inc. and ValMark Advisers, Inc., the firm operates with the highest standards of professionalism and is dedicated to helping clients achieve financial security.
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